Ayn\u0131 zamanda \u201cThe Gloom, Boom & Doom Report\u201dun yay\u0131nc\u0131s\u0131 ve edit\u00f6r\u00fc olan Marc Faber, ABD\u2019nin d\u0131\u015f ve ekonomi politikalar\u0131n\u0131n do\u011fru olmad\u0131\u011f\u0131n\u0131 belirterek, \u201cTrump d\u0131\u015f politikada diplomasi y\u00fcr\u00fctm\u00fcyor. Z\u00fcccaciye d\u00fckkan\u0131ndaki fil gibi. Ona, buna sata\u015f\u0131yor ama ortada hi\u00e7bir \u015feklide diplomasi yok.\u201d de\u011ferlendirmesinde bulundu. <\/p>\n
T\u00fcrkiye\u2019nin, son d\u00f6nemde ya\u015fanan geli\u015fmelerin ard\u0131ndan, elinde alternatif se\u00e7eneklerin oldu\u011funu belirten \u00fcnl\u00fc yat\u0131r\u0131mc\u0131, \u201cT\u00fcrkiye\u2019nin elindeki Trump kart\u0131; NATO. NATO\u2019nun T\u00fcrkiye\u2019de son derece \u00f6nemli \u00fcsleri var. Uzun vadede T\u00fcrkiye\u2019nin elinde iki se\u00e7enek mevcut; Avrupa ile yak\u0131nla\u015f\u0131p NATO i\u00e7erisinde kalabilir ya da \u015eanghay \u0130\u015fbirli\u011fi \u00d6rg\u00fct\u00fc\u2019ne kat\u0131labilir. Bu T\u00fcrkiye\u2019nin bat\u0131y\u0131 terk etti\u011fine ya da art\u0131k daha az ili\u015fki i\u00e7erisinde olaca\u011f\u0131na, Rusya ve \u00c7in ile daha fazla ili\u015fki kuraca\u011f\u0131na i\u015faret eder. Bu Say\u0131n Erdo\u011fan\u2019\u0131n elindeki bir olas\u0131l\u0131k. San\u0131yorum Trump bunun \u00e7ok ger\u00e7ek\u00e7i bir olas\u0131l\u0131k oldu\u011funu anlam\u0131yor.\u201d \u0130fadelerini kulland\u0131.<\/p>\n
“T\u00fcrk hisseleri alaca\u011f\u0131m
\nD\u00fcnyaca \u00fcnl\u00fc yat\u0131r\u0131mc\u0131 Faber, \u201cT\u00fcrk hisseleri ABD dolar\u0131 \u00fczerinde de\u011ferlendiriliyor. \u015eu anda al\u0131m s\u0131n\u0131r\u0131 i\u00e7erisindeler. Bir miktar T\u00fcrk hissesi alaca\u011f\u0131m, ETF’s (Borsa Yat\u0131r\u0131m Fonu (BYF) olarak ifade edilen Exchange Traded Funds). \u015eu anda elimde T\u00fcrk tahvilleri var. Portf\u00f6y\u00fcm i\u00e7erisinde \u00e7ok b\u00fcy\u00fck miktarda olmasa da mevcut. Bence T\u00fcrk varl\u0131klar\u0131na yat\u0131r\u0131m yapma zaman\u0131.\u201d yorumunu yapt\u0131.<\/p>\n
Faber,T\u00fcrkiye\u2019nin ilerleyen d\u00f6nemde volatiliteden etkilenmemek i\u00e7in ilerleyen d\u00f6nemde hassasiyetlerini azalt\u0131p, ticaret a\u00e7\u0131\u011f\u0131n\u0131 daraltmas\u0131 ve cari a\u00e7\u0131\u011f\u0131 ortadan kald\u0131rmas\u0131 gerekti\u011fini de s\u00f6yledi. <\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n ticaret politikalar\u0131n\u0131n d\u00fcnyay\u0131 resesyona s\u00fcr\u00fckleyebilece\u011finin alt\u0131n\u0131 \u00e7izen Faber, \u201cTrump\u2019\u0131n etraf\u0131ndaki ekonomistler ABD\u2019nin ticaret a\u00e7\u0131\u011f\u0131n\u0131n sorumlusunun \u00c7in\u2019den yap\u0131lan ithalat oldu\u011funa inan\u0131yor. \u00c7in, ABD\u2019nin azalan rekabet g\u00fcc\u00fcn\u00fcn bir g\u00f6stergesi. ABD\u2019nin son 20-30 y\u0131ld\u0131r sermaye yat\u0131r\u0131mlar\u0131 d\u00fc\u015f\u00fck. Ekonomistler ise b\u00fcy\u00fcmenin art\u0131r\u0131lmas\u0131 i\u00e7in t\u00fcketimin art\u0131r\u0131lmas\u0131 gerekti\u011fine inand\u0131. Bunun sonucu da do\u011fal olarak ticaret a\u00e7\u0131\u011f\u0131n\u0131n artmas\u0131d\u0131r.\u201d de\u011ferlendirmesinde bulundu.<\/p>\n
ABD’nin ba\u015flatt\u0131\u011f\u0131 k\u00fcresel ticaret sava\u015flar\u0131n\u0131n sonu\u00e7lar\u0131n\u0131n y\u0131k\u0131c\u0131 olabilece\u011fe i\u015faret eden Faber, \u201cTicaret sava\u015flar\u0131 tam bir \u00e7\u0131lg\u0131nl\u0131k. K\u00fcresel ekonominin zaten yava\u015flad\u0131\u011f\u0131 bir d\u00f6nemde devam ediyor. \u00d6rne\u011fin \u015fu anda bak\u0131r fiyatlar\u0131na bak\u0131n; tamamen \u00e7\u00f6km\u00fc\u015f durumda. Bu k\u00fcresel ekonominin giderek yava\u015flad\u0131\u011f\u0131na dair bir i\u015faret. Ben bir resesyona do\u011fru ilerledi\u011fimizi d\u00fc\u015f\u00fcn\u00fcyorum.\u201d uyar\u0131s\u0131nda bulundu. <\/p>\n\n","protected":false},"excerpt":{"rendered":"
Uluslararas\u0131 finans piyasalar\u0131ndaki kriz tahminleriyle yak\u0131ndan tan\u0131nan \u00fcnl\u00fc yat\u0131r\u0131mc\u0131 Marc Faber, AA muhabirine a\u00e7\u0131klamalarda bulundu. Ayn\u0131 zamanda \u201cThe Gloom, Boom & Doom Report\u201dun yay\u0131nc\u0131s\u0131 ve edit\u00f6r\u00fc olan Marc Faber, ABD\u2019nin d\u0131\u015f ve ekonomi politikalar\u0131n\u0131n do\u011fru olmad\u0131\u011f\u0131n\u0131 belirterek, \u201cTrump d\u0131\u015f politikada diplomasi y\u00fcr\u00fctm\u00fcyor. Z\u00fcccaciye d\u00fckkan\u0131ndaki fil gibi. Ona, buna sata\u015f\u0131yor ama ortada hi\u00e7bir \u015feklide diplomasi yok.\u201d …<\/p>\n","protected":false},"author":4,"featured_media":268446,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[6199,6155,5005,349],"tags":[1887,195946,195938],"class_list":["post-268445","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-gundem","category-manset","category-son-dakika","tag-abd","tag-ekonomi","tag-turkiye"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts\/268445","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/comments?post=268445"}],"version-history":[{"count":0,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/posts\/268445\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/media\/268446"}],"wp:attachment":[{"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/media?parent=268445"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/categories?post=268445"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nationalturk.com\/tr\/wp-json\/wp\/v2\/tags?post=268445"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}